We are live on ! Find out more
Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

Bank of Montreal (BMO), established in 1817 as Canada’s first chartered bank and headquartered in Montreal, Quebec (with key operations in Toronto), is a major North American financial institution offering personal and commercial banking, wealth management, and capital markets services. Managing hundreds of billions in assets, BMO serves over 13 million customers, with a strong U.S. presence through BMO Harris Bank, bolstered by its 1984 acquisition of Harris Bank and the 2022 purchase of Bank of the West, expanding its footprint to 32 states. Known for its longevity and stability, BMO has paid dividends since 1829, one of the longest streaks globally, and emphasizes digital innovation and sustainable finance under CEO Darryl White. With a global reach spanning North America, Europe, and Asia, BMO blends its historical roots with a modern focus on customer-centric growth.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$805M
2 +$350M
3 +$240M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$238M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$237M

Top Sells

1 +$2.03B
2 +$1.71B
3 +$799M
4
AMZN icon
Amazon
AMZN
+$710M
5
AAPL icon
Apple
AAPL
+$659M

Sector Composition

1 Financials 22.66%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
-68,827
3077
-8,964
3078
-216,344
3079
-2,448
3080
-260
3081
-114
3082
-3,130
3083
-1,553
3084
-14,300
3085
-6,707
3086
-13,797
3087
-500
3088
-468
3089
-330
3090
-10,350
3091
-10,220
3092
-1,644
3093
-975,000
3094
-7,242
3095
-17,120
3096
-119,580
3097
-15,938
3098
-180
3099
-24,927
3100
-1,350